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Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $220M AUM 156 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 80 Added 30 Reduced 7 Exited
Page 2 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IDEV ISHARES TR 33,433.0 $2.8M 1.25% +2K +6.5% $82.48 +9.8%
22 BLUEROCK PVT REAL ESTATE FD 178,553.0 $2.7M 1.22% NEW $15.00
23 IXUS ISHARES TR 26,328.0 $2.2M 1.01% +4K +17.9% $84.64 +14.4%
24 AMZN AMAZON COM INC Consumer Cyclical 9,281.0 $2.1M 0.97% +942.0 +11.3% $230.82 +14.5%
25 LQD ISHARES TR 17,991.0 $2.0M 0.90% -53K -74.6% $110.19 -1.3%
26 PJUL INNOVATOR ETFS TRUST 41,842.0 $1.9M 0.88% $46.43 +4.4%
27 XOM EXXON MOBIL CORP Energy 16,080.0 $1.9M 0.88% +219.0 +1.4% $120.34 +24.6%
28 FYX FIRST TR EXCHANGE-TRADED ALP 16,971.0 $1.9M 0.87% -27K -61.3% $113.14 +18.9%
29 LLY ELI LILLY & CO Healthcare 1,651.0 $1.8M 0.81% +41.0 +2.5% $1074.85 -0.2%
30 BERKSHIRE HATHAWAY INC DEL 3,397.0 $1.7M 0.78% +99.0 +3.0% $502.70
31 SPY SPDR S&P 500 ETF TR Financial Services 2,305.0 $1.6M 0.71% -107.0 -4.4% $681.82 +9.9%
32 FPEI FIRST TR EXCH TRADED FD III 78,683.0 $1.5M 0.69% -2K -2.5% $19.39 -0.9%
33 PMAR INNOVATOR ETFS TRUST 33,791.0 $1.5M 0.69% $44.94 +5.9%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 10,576.0 $1.5M 0.69% -440.0 -4.0% $143.31 -0.5%
35 HELO J P MORGAN EXCHANGE TRADED F 20,891.0 $1.4M 0.63% +2K +13.2% $66.43 +2.1%
36 IVE ISHARES TR 6,538.0 $1.4M 0.63% +153.0 +2.4% $212.08 +7.4%
37 TSLA TESLA INC Consumer Cyclical 2,912.0 $1.3M 0.59% +327.0 +12.7% $449.65 -4.1%
38 JNJ JOHNSON & JOHNSON Healthcare 6,213.0 $1.3M 0.58% +79.0 +1.3% $206.97 +11.4%
39 GOOG ALPHABET INC Communication Services 4,068.0 $1.3M 0.58% +634.0 +18.5% $313.77 +22.1%
40 IVW ISHARES TR 9,898.0 $1.2M 0.56% -313.0 -3.1% $123.26 +12.0%
Page 2 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Basic Materials 14.9%
Financial Services 12.5%
Healthcare 8.3%
Industrials 7.1%
Consumer Cyclical 6.6%
Consumer Defensive 5.8%
Communication Services 4.7%
Energy 3.2%
Real Estate 1.7%